Back to STT-PG
HALBERT HARGROVE GLOBAL ADVISORS, LLC → STT-PG
HALBERT HARGROVE GLOBAL ADVISORS, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
79
Latest value
$199K
Q3 2026
Peak value
$70.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21K |
| Q4 2025 | $19K |
| Q4 2025 | $60K |
| Q4 2025 | $70.5M |
| Q4 2025 | $89 |
| Q4 2025 | $68 |
| Q4 2025 | $2K |
| Q4 2025 | $116 |
| Q4 2025 | $8K |
| Q4 2025 | $104K |
| Q4 2025 | $4K |
| Q4 2025 | $38K |
| Q4 2025 | $49K |
| Q4 2025 | $99 |
| Q4 2025 | $31K |
| Q4 2025 | $390K |
| Q4 2025 | $280K |
| Q4 2025 | $81K |
| Q1 2026 | $20K |
| Q1 2026 | $3K |
| Q1 2026 | $60K |
| Q1 2026 | $52.8M |
| Q1 2026 | $146 |
| Q1 2026 | $68 |
| Q1 2026 | $21K |
| Q1 2026 | $8K |
| Q1 2026 | $86 |
| Q1 2026 | $8K |
| Q1 2026 | $109K |
| Q1 2026 | $4K |
| Q1 2026 | $36K |
| Q1 2026 | $51K |
| Q1 2026 | $71K |
| Q1 2026 | $29K |
| Q1 2026 | $356K |
| Q1 2026 | $9K |
| Q1 2026 | $293K |
| Q1 2026 | $75K |
| Q2 2026 | $22K |
| Q2 2026 | $3K |
| Q2 2026 | $66K |
| Q2 2026 | $56.1M |
| Q2 2026 | $146 |
| Q2 2026 | $67 |
| Q2 2026 | $25K |
| Q2 2026 | $8K |
| Q2 2026 | $86 |
| Q2 2026 | $8K |
| Q2 2026 | $114K |
| Q2 2026 | $5K |
| Q2 2026 | $42K |
| Q2 2026 | $63K |
| Q2 2026 | $889 |
| Q2 2026 | $116K |
| Q2 2026 | $384K |
| Q2 2026 | $16K |
| Q2 2026 | $5K |
| Q2 2026 | $336K |
| Q2 2026 | $269K |
| Q2 2026 | $5K |
| Q2 2026 | $2K |
| Q3 2026 | $3K |
| Q3 2026 | $66K |
| Q3 2026 | $53.7M |
| Q3 2026 | $138 |
| Q3 2026 | $64 |
| Q3 2026 | $26K |
| Q3 2026 | $8K |
| Q3 2026 | $110 |
| Q3 2026 | $110K |
| Q3 2026 | $5K |
| Q3 2026 | $43K |
| Q3 2026 | $63K |
| Q3 2026 | $896 |
| Q3 2026 | $15K |
| Q3 2026 | $342K |
| Q3 2026 | $25K |
| Q3 2026 | $277K |
| Q3 2026 | $199K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $199K | 1.0K | — | — |
| Q3 2026 | $277K | 1.7K | — | — |
| Q3 2026 | $25K | 400 | — | — |
| Q3 2026 | $342K | 3.1K | — | — |
| Q3 2026 | $15K | 89 | — | — |
| Q3 2026 | $896 | 10 | — | — |
| Q3 2026 | $63K | 400 | — | — |
| Q3 2026 | $43K | 474 | — | — |
| Q3 2026 | $5K | 50 | — | — |
| Q3 2026 | $110K | 749 | — | — |
| Q3 2026 | $110 | 4 | — | — |
| Q3 2026 | $8K | 136 | — | — |
| Q3 2026 | $26K | 210 | — | — |
| Q3 2026 | $64 | 3 | — | — |
| Q3 2026 | $138 | 5 | — | — |
| Q3 2026 | $53.7M | 1.07M | — | — |
| Q3 2026 | $66K | 1.3K | — | — |
| Q3 2026 | $3K | 29 | — | — |
| Q2 2026 | $2K | 10 | — | — |
| Q2 2026 | $5K | 44 | — | — |
| Q2 2026 | $269K | 1.4K | — | — |
| Q2 2026 | $336K | 1.8K | — | — |
| Q2 2026 | $5K | 100 | — | — |
| Q2 2026 | $16K | 300 | — | — |
| Q2 2026 | $384K | 3.3K | — | — |
| Q2 2026 | $116K | 730 | — | — |
| Q2 2026 | $889 | 10 | — | — |
| Q2 2026 | $63K | 400 | — | — |
| Q2 2026 | $42K | 474 | — | — |
| Q2 2026 | $5K | 50 | — | — |
| Q2 2026 | $114K | 749 | — | — |
| Q2 2026 | $8K | 95 | — | — |
| Q2 2026 | $86 | 3 | — | — |
| Q2 2026 | $8K | 136 | — | — |
| Q2 2026 | $25K | 210 | — | — |
| Q2 2026 | $67 | 3 | — | — |
| Q2 2026 | $146 | 5 | — | — |
| Q2 2026 | $56.1M | 1.11M | — | — |
| Q2 2026 | $66K | 1.3K | — | — |
| Q2 2026 | $3K | 29 | — | — |
| Q2 2026 | $22K | 325 | — | — |
| Q1 2026 | $75K | 564 | — | — |
| Q1 2026 | $293K | 1.8K | — | — |
| Q1 2026 | $9K | 150 | — | — |
| Q1 2026 | $356K | 3.3K | — | — |
| Q1 2026 | $29K | 200 | — | — |
| Q1 2026 | $71K | 772 | — | — |
| Q1 2026 | $51K | 400 | — | — |
| Q1 2026 | $36K | 474 | — | — |
| Q1 2026 | $4K | 50 | — | — |
| Q1 2026 | $109K | 749 | — | — |
| Q1 2026 | $8K | 95 | — | — |
| Q1 2026 | $86 | 3 | — | — |
| Q1 2026 | $8K | 136 | — | — |
| Q1 2026 | $21K | 210 | — | — |
| Q1 2026 | $68 | 3 | — | — |
| Q1 2026 | $146 | 5 | — | — |
| Q1 2026 | $52.8M | 1.16M | — | — |
| Q1 2026 | $60K | 1.3K | — | — |
| Q1 2026 | $3K | 27 | — | — |
| Q1 2026 | $20K | 325 | — | — |
| Q4 2025 | $81K | 564 | — | — |
| Q4 2025 | $280K | 1.8K | — | — |
| Q4 2025 | $390K | 3.3K | — | — |
| Q4 2025 | $31K | 200 | — | — |
| Q4 2025 | $99 | 1 | — | — |
| Q4 2025 | $49K | 400 | — | — |
| Q4 2025 | $38K | 474 | — | — |
| Q4 2025 | $4K | 50 | — | — |
| Q4 2025 | $104K | 749 | — | — |
| Q4 2025 | $8K | 95 | — | — |
| Q4 2025 | $116 | 4 | — | — |
| Q4 2025 | $2K | 16 | — | — |
| Q4 2025 | $68 | 3 | — | — |
| Q4 2025 | $89 | 3 | — | — |
| Q4 2025 | $70.5M | 1.59M | — | — |
| Q4 2025 | $60K | 1.3K | — | — |
| Q4 2025 | $19K | 204 | — | — |
| Q4 2025 | $21K | 325 | — | — |